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  5. C3 Partners Group, LLC

C3 Partners Group, LLC

Company Details

Name: C3 Partners Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 03 Jun 2009 (16 years ago)
Entity Number: 20091307577
ZIP code: 80112
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 9800 Pyramid Ct Ste 400 Englewood CO 80112 US

Central Index Key

CIK number Mailing Address Business Address Phone
2034330 9800 PYRAMID COURT, SUITE 400, ENGLEWOOD, CO, 80112 9800 PYRAMID COURT, SUITE 400, ENGLEWOOD, CO, 80112 7202595113

Filings since 2024-08-27
Form type 13F-HR
File number 028-24346
Filing date 2024-08-27
Reporting date 2024-06-30
File View File

Filings since 2024-08-27
Form type 13F-HR
File number 028-24346
Filing date 2024-08-27
Reporting date 2024-03-31
File View File

Filings since 2024-08-27
Form type 13F-HR
File number 028-24346
Filing date 2024-08-27
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2023 274023376 2024-07-08 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 400 PMB 4755, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2022 274023376 2023-07-17 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing DTWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2021 274023376 2022-07-19 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2022-07-19
Name of individual signing DTWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2020 274023376 2021-07-31 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2021-07-31
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2019 274023376 2020-07-20 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2018 274023376 2019-07-29 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2017 274023376 2018-07-17 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing CARA TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2016 274023376 2017-07-25 CUSTOM PORTFOLIO GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2015 274023376 2016-07-18 CUSTOM PORTFOLIO GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2016-07-18
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
CUSTOM PORTFOLIO GROUP RETIREMENT TRUST 2014 274023376 2015-07-24 CUSTOM PORTFOLIO GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541600
Sponsor’s telephone number 7202595113
Plan sponsor’s address 9800 PYRAMID COURT, SUITE 302, ENGLEWOOD, CO, 80112

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-24
Name of individual signing DAVID TWIBELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
David Anthony Twibell Agent 9800 Pyramid Ct Ste 400 Englewood CO 80112 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248205815 Amend Articles of Organization for an LLC 2024-11-13 2024-11-13 C3 Partners Group, LLC Change of entity name from Custom Portfolio Group LLC
20241643784 File Report 2024-06-17 2024-06-17 No data Principal address changed, Change in registered agent information
20231826284 Statement of Change Changing the Principal Office Address 2023-08-07 2023-08-07 No data Principal address changed;
20231554260 File Report 2023-05-23 2023-05-23 No data Principal address changed, Change in registered agent information
20221516873 File Report 2022-05-23 2022-05-23 No data No data
20211483931 File Report 2021-05-24 2021-05-24 No data No data
20201741339 File Report 2020-08-25 2020-08-25 No data No data
20191518773 File Report 2019-06-25 2019-06-25 No data No data
20181683191 File Report 2018-08-28 2018-08-28 No data No data
20171654881 File Report 2017-08-28 2017-08-28 No data No data

Related by officers

David Anthony Twibell

FLAGSHIP CAPITAL MANAGEMENT/LLC ACCR Ventures LLC Wyndover Investments MHI Ventures

Related by address

9800 Pyramid Ct Ste 400 Englewood CO 80112 US

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Date of last update: 20 Jan 2025

Sources: Colorado's Secretary of State

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